Ryan Griffin

Experience

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  JPMorgan Chase

  Sept 2009 - Jan 2011

  Financial Consultant

  Established credibility and rapport with clients while looking to benefit their financial relationship. Developed an understanding of how to present features and benefits of products and services to customers with differing needs. Sold brokerage accounts and other investment vehicles, first and second lien mortgage loans, and a variety of checking and savings account options. Conducted various profiles on clients leading to appropriate financial recommendations, all by following strict compliance rules and regulations. I was actively involved in local community and public events throughout Chicago Illinois, aimed to obtain new and prospective clients. Show less

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  Invesco Ltd.

  Feb 2011 - Jan 2014

  Internal Sales Consultant

  Co-manage a $300mm + territory, which include regional broker/dealers and banks, with the responsibility of marketing mutual funds, unit trusts, and ETF’s (PowerShares) to all advisors. Maintain current client relationships, help develop emerging client relationships, and prospect for potential producers. Assimilate key economic indicators and dispense necessary data to financial advisors as it relates to industry products, forecasts, and company sales ideas. I conduct travel to facilitate private consultations, group meetings, and office trainings. I work with my external wholesaler to implement an effective territory management strategy to achieve sales goals and provide support to the brokers in our region. Show less

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  First Trust Portfolios L.P.

  Jan 2014 - Mar 2018

  Internal Wholesaler
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  First Trust

  Mar 2018 - now

  Vice President - Unit Investment Trusts